2 of Cisco’s biggest competitors quietly kicked it in the teeth this week (VMware & Facebook) — via Business Insider
“Reuters’ Stephen Nellis reported this week that ACI software itself may not be doing particularly well. Nellis said he saw documents that showed Cisco had $888 million in contracts for its Nexus 9000 switches but only $89 million for ACI. That means only about 10% of companies that bought the switch also bought the optional software, he reported. Cisco declined to comment on these figures.”
Facebook’s network products gained steam, VMware’s network products sold well, and Cisco’s reputation in this critical area has begun to lag.